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Thomas C. Chan Financial Service
- Portfolio
- Videos
- Knowledge
“I have learned a lot from Thomas as Insurance Advisor and he is definitely recommended as your Advisor regarding Life Insurance and Investment Advisor.”
Best Financial Advisors in Vancouver, BC
24 firms listed · 23 in Vancouver · 3 open weekends · all 24 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Portfolio Planning
- Family
- Future
- Understand
“We feel Vishal takes a genuine interest in our well being, always taking time to ask about our interests and hobbies, while still maintaining a focus on the business at hand.”
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Canadian Wiseinvest
- Company
- Expertise
- Knowledge
“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”
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Ocean 6 Wealth Advisory
- Value
- Business
- Future
“I was impressed with Ocean 6's approach to financial planning, centred on achieving a vision for life that includes abundance, but in more ways than the single-minded pursuit of wealth for wealth's sake.”
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RGF Integrated Wealth Management
- Level of Service
- People
- Retirement
“Teresa Black Hughes has treated my family with the utmost respect and built trust over many, many years, first with my mother, and now for myself as well.”
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Virani Financial
- Understanding
- Family
- Financial Advisors
“You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings.”
The 24 firms listed for Vancouver, BC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Vancouver, BC
23 of the 24 firms we list are based in Vancouver; the other one serves Vancouver from North Vancouver (14 km). The firms on this page are rated from 4.6 to 5.0 across 690 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (73%) and value (66%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Vancouver listed here?
23 of the 24 firms are in Vancouver itself. The rest come from other towns within 15 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Balanced Financial Services
- Financial Planning
- Understanding
- Knowledge
“Without the assistance of both Earle and Sia, navigating these complex financial decisions would have been significantly more challenging, and we are truly grateful for their expertise and assistance.”
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Steven Joe Financial | Assante Financial Management
- Strategy
- Wealth Management
- Team
“Beyond his knowledge, Steve's extensive network is invaluable, providing introductions to specialists across various fields which have proven beneficial over time.”
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Modernadvisor
- Platform
- Goals
- User
“It speaks volumes about their system that as a promotion, they offered to invest their own money on my behalf, free of charge so I get to play with the tool for three month.”
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DLD Financial Group
- Insurance
- Family
- Team
“I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision-making.”
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Skyward Financial
- Patient
- Informative
- Learned
“I personally worked with Curtis for the past year as he helped me set up some finances, he is an excellent individual that is well educated, kind, and patient.”
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LT Wealth Management Partners, Raymond James
- Future
- Team
“We sit down for coffee every few months for a catch up and he shows a genuine interest in my business, while providing me updates on the progress of my investments.”
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Abundance Wealth Community
- Registered Retirement Savings Plan
- Tax-Free Savings Account
- Goals
“As my personal TFSA, RRSP and Mutual Fund advisor Max has been incredibly helpful, knowledgeable and facilitating in guiding me with my savings and investments.”
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Global Solutions
- Strategies
- The Future
- Financial
“They were incredibly knowledgable about a variety of strategies for financial planning, and I appreciated their patience as I explored different options.”
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Einarsson Financial
- Industry
- Life Insurance
- Expertise
“What truly set Greg apart in my eyes is his integrity—he never pushed unnecessary products or services and even advised against certain options that were previously pushed on me by other advisors.”
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Odlum Brown Limited
- Financial
- Investment
“I have had my share of bad luck with financial advisors and firms that sit on their rumps and do little to maximize my returns once they have my money.”
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Engrace Financial Solutions
- Life
- Understand
- Insurance
“Me & my Father have know Taayla for sometime now, & every-time we turn to Taalya, whether it's for Employee Benefits for our Employees or Life insurance for me, my father, mother, family etc.”
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Legacy Family Office Vancouver
- Team
“When a company is dealing with your financial resources, there is a huge risk that their sole focus will be on acquiring your funds, providing advice, and investing wisely.”
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Danielson Group Wealth Management at Assante Capital Management
- Family
- Understanding
- Team
“I have had several opportunities to work closely with the Danielson Group and can say that their approach to wealth management and personal service is rarely matched.”
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AU Financial Group
- Team
- Advisor
- Insurance
“Tad and Aaron have a way of making money easy to understand, (as it was a bit intimidating because, I was so new to it all) made this experience such a pleasurable one.”
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Anchor Point Financial
“It's reassuring to know that someone you trust is managing your investments … I highly recommend him.”
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Lycos Asset Management
- Business
“After listening carefully, Constantine and Adrian were able to create a comprehensive plan for our financial future that suited both our goals and risk tolerance.”
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Lugen Family Office
“All round great experience!”
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Saas Wealth Insurance
- Family
- Team
- Investment
“Brandon goes above and beyond to help his clients, get to know them, and provides expert advice on all things investment, insurance, and general wealth building strategies.”
Retirement Planning and Investment Management Services in Vancouver, BC Cost Estimates
Minimum cost
$1250
Maximum cost
$10623
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6874
Average price range is based on 470 cost profiles
Why these companies made our list
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